Before you start
- A Pro or Enterprise plan.
- A Microsoft 365 tenant, and an admin who can grant consent to an app registration.
- The Edit Sources permission on the knowledge base. Owners and admins always have it. See Roles & Permissions.
Set up
Register an app
In the Azure portal, open Microsoft Entra ID → App registrations → New registration. Copy the Application (client) ID and the Directory (tenant) ID.
Grant Files.Read.All
Under API permissions, add the application permission
Files.Read.All. Ask an admin to grant consent for the tenant.Create a client secret
Under Certificates & secrets, create a client secret. Copy its value now — Azure shows it only once.
Settings
| Field | Required | Description |
|---|---|---|
| Tenant ID | Yes | The Directory (tenant) ID. |
| Client ID | Yes | The Application (client) ID. |
| Client Secret | Yes | The secret value from Certificates & secrets. |
| User email | Email or Drive ID | Whose OneDrive to index, for example alice@acme.com. |
| Drive ID | Email or Drive ID | Use instead of an email for a shared or secondary drive. |
| Folder | No | A path such as Documents/Handbook. Empty indexes the whole drive. |
What gets indexed
- Every file in the drive or folder, subfolders included, of these types:
.pdf.docx.xlsx.xlsm.xltx.xltm.csv.tsv.html.htm.md.mdx.txt. - Each file becomes one document, linked to the file in OneDrive and titled with its file name.
- Other types (such as
.pptxand old.xls), files over 32 MB and files with no readable text are skipped. Sync history lists each skipped file and why.
Sync
OneDrive syncs every 10 minutes. Files that have not changed are not downloaded again. Sync Now on the source page runs a sync at once.Troubleshooting
- “The app registration was refused” — admin consent for
Files.Read.Allis missing, or the secret is wrong or expired. Fix it in Entra ID, then update Client secret under the source’s Configuration tab. - “No drive found” — the email has no OneDrive yet. Use the person’s sign-in name, or set Drive ID.
- “Could not read folder” or “folder is empty” — check the Folder path. It must match exactly, for example
Documents/Handbook. - Some files are missing — open Sync history and click “Not indexed: N entries” to see each one and why.